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Ascentis Wealth Management, LLC: CHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Ascentis Wealth Management, LLC on CHD, newest first. How the timeline and the estimate are built.

Ascentis Wealth Management, LLC held 122 CHD shares at 2026-06-30 per its 13F-HR/A filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 122 shares
    Change vs previous 13F -2,474 shares

    <0.01% of the 13F portfolio, value $11,818.

    13F-HR/A 0002032602-26-000007 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 0 shares
    • Ascentis Wealth Management, LLC: 122 shares

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 2,596 shares
    Change vs previous 13F +1,501 shares

    0.01% of the 13F portfolio, value $242,285.

    13F-HR 0002032602-26-000003 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 1,101 shares
    • Ascentis Wealth Management, LLC: 1,495 shares

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,095 shares
    Change vs previous 13F +72 shares

    0.02% of the 13F portfolio, value $91,809.

    13F-HR 0002032602-26-000001 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,023 shares
    Change vs previous 13F -1,084 shares

    0.02% of the 13F portfolio, value $89,639.

    13F-HR 0002032602-25-000005 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 2,107 shares
    Change vs previous 13F -21 shares

    0.05% of the 13F portfolio, value $205,499.

    13F-HR 0001979372-25-000006 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 2,128 shares
    Change vs previous 13F +38 shares

    0.07% of the 13F portfolio, value $233,042.

    13F-HR 0002032602-25-000001 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 2,090 shares
    Change vs previous 13F -135 shares

    0.07% of the 13F portfolio, value $218,899.

    13F-HR 0001979372-25-000002 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 0 shares
    • Ascentis Wealth Management, LLC: 2,090 shares

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F/A 2,225 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $233,053.

    13F-HR 0001979372-24-000005 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 100 shares
    • Ascentis Wealth Management, LLC: 2,125 shares

    Acceptance time not in the bulk data set (spec §4.2).